Paula Parkerson, financial advisor Louisville KY
26 score

Paula Parkerson

CRD Number: 1233941
Current Firm: Private Client Services, LLC

Paula Parkerson (CRD# 1233941) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 18 years of experience in the finance industry.

Similar Advisors
Patrick Lach, financial advisor Louisville KY
Patrick A. Lach
CRD# 5906366
Lach Financial
Score
107
Similar Advisors
Wesley Crowdis, financial advisor Louisville KY
Wesley L. Crowdis
CRD# 4979155
Winebrenner Capital Management LLC
Score
104
Similar Advisors
John Frymire, financial advisor Louisville KY
John M. Frymire
CRD# 3084350
Alexander Investment Services Company
Score
103
Company Name Location Dates Years
Private Client Services LLC Louisville, KY May 2010 - Current 6
Private Client Services Louisville, KY Apr 2002 - Current 14
Woodbury Financial Services, Inc. Woodbury, MN Aug 2003 - May 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Judgments / Liens
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Paula J. Parkerson
Phone Number: 502-451-0600
Firm Website: http://www.kfg.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $185,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, VT, WI

Ready to hire a financial advisor? Get competitive proposals from Paula Parkerson and other advisors.
BADGES
26

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.